Our Team at Morgan Stanley Park Avenue Plaza Branch

About Patrick R. Langone Jr.

Patrick Langone is a seasoned professional with over two decades of experience at Morgan Stanley. As Managing Director and Market Executive of the Park Avenue Market, he oversees a network of more than 225 accomplished financial advisors spread across three Manhattan offices. Patrick’s influence extends even further as he holds the position of Regional Manager within the Private Wealth Management division, which focuses on catering to the distinctive needs of ultra-high net worth individuals, families, and their philanthropic foundations. His journey at Morgan Stanley has been marked by progression from dedicated Financial Advisor to Sales Manager, Branch Manager, and ultimately, Market Executive, with his impactful journey culminating in his arrival in the heart of New York City in 2012. Patrick’s passion shines as he takes on the role of a dedicated coach and collaborative partner, fostering growth and success for the advisors and support professionals under his capable leadership.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MI, NH, NJ, NV, NY, OH, OK, RI, TX, VA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About George Manuelian

George Manuelian graduated from Seton Hall University in South Orange, NJ with a B.S. in Finance from the W. Stillman School of Business. George began his career over 30 years ago in the securities business with Dean Witter. He completed the Account Executive Training Program with Dean Witter in 1993 and ran a successful practice as a financial advisor for close to ten years.

In 1999, George was hired as the Branch Sales Manager in Wayne, NJ and completed the Morgan Stanley Dean Witter Management Development program.

In 2002, George was named the Branch Manager of the Morgan Stanley office in Pearl River, NY. Within two years, George recruited seven Financial Advisors and doubled revenue. George was named one of the top branch managers and earned Manager Leadership status with Morgan Stanley.

In 2004, George was promoted to the Complex Manager of the Ridgewood, NJ office. In 2007, George was named the national “Complex Manager of the Year” within the entire Morgan Stanley Wealth Management Division and the Ridgewood Complex was named “Complex of the Year.”

In May 2010, George was named the Director of Business Development for the Southern Division under Bill McMahon. In 2011, he was named the Head of Sales for the newly aligned Midwest Southern Division. In 2012, George was named Branch Manager in Morristown, NJ and as of May 2015, he runs one of largest branches at the Firm located at 101 Park Avenue in New York City. He reports into Patrick Langone, Market Executive of the Park Avenue Plaza market in NYC.

George enjoys strong personal relationships with key senior financial professionals both inside and outside of his firm. He has guest lectured at Seton Hall University Business School, Montclair State University, and various wealth management and community events. His charitable passions are the Morgan Stanley Children’s Hospital in NYC, Seton Hall Pirate Blue Fund, and the Institution for Educational Advancement for Autistic Children in New Jersey.

He resides in Bergen County, New Jersey with his wife and three children
Securities Agent: AZ, CO, CT, FL, IL, MA, MI, NC, NJ, NY, OH, PA, RI, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Steven Schwartz

Steve is currently the Market Manager within Morgan Stanley’s Park Avenue Plaza Market, where he runs the firm’s Park Central Branch, comprised of approximately 100 Financial Advisors and 65 Support Professionals.

After graduating from The Ohio State University’s Fisher School of business, Steve began his career in 1993 as a Financial Advisor at Smith Barney in Philadelphia. Morgan Stanley then recruited him in 1999 and a few years later he became a Producing Branch Manager. He quickly gained momentum, taking over as Sales Manager for the main Philadelphia Complex, then shifting to Head Sales Manager for the Region, and finally to Complex Manager in Jenkintown, PA. Steve made quite the footprint in PA, even being featured on the “On Wall Street Magazine’s” Top 100 Branch Managers List in 2011.

We lost Steve to Wells Fargo in 2012 where he managed a few branches in Philadelphia until he acquired a $600MM independent practice. He and a partner managed all aspects of the business until he came back home to Morgan Stanley in 2019 and ran the firm’s Rhode Island Market prior to coming to New York City in 2023.

Steve and his wife Fran, a Certified Registered Nurse Practitioner, reside in Jersey City, NJ and have three children: Ryan (28) a Physician in Philadelphia; Erica (26), an analyst at JP Morgan Chase in Columbus, Ohio; and Carly (24), a Biomedical Engineer at a research firm in Columbus, Ohio. Other than spending time with his family, Steve also enjoys reading, golfing and working on philanthropic activities. Steve has been a member of the Board of Directors of The Children’s Alopecia Project since its’ inception in 2004; this non-profit organization is devoted to helping children living with the hair loss disease, alopecia areata.

About Jennifer DiPaola-Turnbull

Jennifer DiPaola-Turnbull is a seasoned service professional with over 19 years of experience in the financial sector. Currently, she acts as the Market Business Service Officer of the Park Avenue Plaza Complex. Jennifer started her career at TD Waterhouse Securities. In 2004, she was recruited to Morgan Stanley as the Corporate Actions Service Manager and in 2007 was promoted to Complex Service Manager for the 1211 Avenue of the Americas branch. She has been a member of the management team at Park Avenue Plaza for over twelve years.
Through her experience and education, Jennifer has developed a keen business acumen and unwavering professional resolve. Her strong leadership enables a culture that allows both our clients and business partners to enjoy a level of trust in and loyalty to Morgan Stanley. Jennifer is passionate about retaining, attracting, and developing the most talented individuals in the industry. She is committed to our firm’s core values and fosters a collegial, inclusive work environment. Jennifer, along with her team, remain intently focused on consistently delivering world-class service to our clients and Financial Advisors.
Jennifer holds a Bachelor’s of Science in Business Administration from Villanova University. She has her FINRA 7, 63, 65, 9, and 10 licenses. She is involved in outside charity work and takes part in Villanova alumni events that includes the Morgan Stanley Mentorship Program. She resides in Howard Beach, NY with her husband James and daughters, Julianne and Ashley.
Securities Agent: NJ, NY; Investment Advisor Representative; BM/Supervisor; General Securities Representative

About Erik Lanza

Erik Lanza has been with Morgan Stanley since 2011. Erik started working in Middle Markets, where integrity, authenticity, & exceptional service was expected at all times no matter the situation. Erik became a Client Service Associate in 2013 supporting multiple Financial Advisors. Here he reinforced skills & knowledge related to equities, fixed income, service, & compliance. Erik joined the local risk team in 2015. During this time, Erik directed his focus solely to risk management in order to support various business lines. He is now a Senior Complex Risk Officer where he strives for great partnerships that assist in the success of the Park Avenue Plaza Complex.

Outside of Morgan Stanley, Erik enjoys playing music, attending concerts and maximizing quality time with his wife Nicole & his special dog named Sauce.

About Asher Kennedy

Asher Kennedy is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® professional with a background in multi-generational financial planning. Prior to his current role as Business Development Manager, Asher held several roles at Morgan Stanley as a Financial Planning Director, Private Wealth Advisor and Wealth Advisor Associate. In the past, Asher helped clients define their most valued goals and aspirations, then tailored and implemented wealth strategies designed to help preserve and grow their wealth in addition to helping solidify an impactful and lasting legacy.

Born and raised in Brooklyn, New York, Asher received a Bachelor of Science degree in Finance and Economics from the State University of New York in Plattsburgh and began his career in Private Wealth Management at Ayco, a Goldman Sachs Company. Prior to joining Morgan Stanley, Asher also spent time with MUFG, Bank of Tokyo.

Asher has a personal passion for education, philanthropy and the arts. Asher is a member of the Executive Leadership Council for PENCIL, A New York City based nonprofit that connects public school students to the business community with the aim of opening eyes, minds, and doors. Also, in his spare time, Asher is a contemporary art enthusiast as a member of the Museum of Modern Art and an active participant in the affiliate group, The Black Arts Council once known as The Friends of Education. He enjoys reading, watching sports, and is committed to living a life of serving others and learning.
Securities Agent: CT, NJ, NY; General Securities Representative

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Branch Address

55 East 52nd Street 10th
29th Floor
New York, NY 10055
US
Branch:
(212) 903-7600(212) 903-7600
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1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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10Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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12Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024